USMAN ZIA
Ottawa
Summary
Highly dedicated Client Manager with extensive experience supporting account executives and teams in maintaining and growing client accounts. Demonstrates a strong focus on ensuring exceptional service standards and maintaining high levels of customer satisfaction. Adept at providing comprehensive product and service information, efficiently resolving client issues, and driving business growth. Proven track record in achieving sales targets, fostering client loyalty, and executing effective sales strategies. Skilled in managing diverse responsibilities across various roles, including Insurance Advisor, Personal Banker, and Assistant Manager, consistently delivering results and enhancing customer experiences.
Overview
5
5
years of professional experience
Work History
XDS Client Manager
XEROX, Corp.
07.2021 - Current
- Successfully closed deals and processed payments, ensuring timely and accurate transactions.
- Consistently met and exceeded revenue targets through strategic sales initiatives.
- Achieved monthly sales quotas by generating and converting leads.
- Drove year-over-year revenue growth, enhancing competitive penetration and securing key wins.
- Developed and implemented effective sales strategies and call prioritization to achieve activity and revenue goals.
- Analyzed customer requirements to deliver tailored Xerox solutions that meet their specific needs.
- Articulated the features, advantages, and value propositions of Xerox solutions to clients.
- Cultivated and maintained strong relationships with both internal and external customers.
- Demonstrated exceptional communication and customer relationship management skills.
- Prioritized tasks effectively, maintaining high attention to detail.
- Created and executed a personal marketing plan to enhance sales efforts.
- Ensured thorough customer follow-up, fostering long-term client relationships.
- Greeted customers warmly, establishing immediate rapport and trust.
- Collaborated with PARC field sales and marketing teams to provide comprehensive support to customers.
Insurance Advisor
TD Insurance Agency
10.2020 - 07.2021
- Consistently met quality and productivity objectives, ensuring high standards in all tasks.
- Achieved and surpassed sales, quotes, and call targets, contributing to the agency's success.
- Fostered client loyalty through meticulous attention to detail and strong relationship-building skills.
- Efficiently handled callbacks, submissions, and mail, maintaining operational efficiency and client satisfaction.
- Delivered exceptional service to clients, addressing their needs and concerns promptly.
- Maximized revenue by cross-selling a variety of products at every opportunity.
- Highlighted company features and benefits during portfolio reviews to enhance client understanding and engagement.
Personal Banker
Associated Bank
02.2020 - 10.2020
- Provided expert advice to customers, assessing and addressing their financial needs and requirements.
- Managed customer bank accounts, including opening, closing, and overseeing transactions to ensure seamless banking experiences.
- Facilitated referrals to in-house departments such as mortgage lenders, loan providers, and insurance services, enhancing customer satisfaction and retention.
- Delivered a comprehensive range of financial products and services to both existing and new customers, driving business growth and client loyalty.
Assistant Manager
CVS Pharmacy
01.2019 - 02.2020
- Ensured positive customer experiences by effectively resolving all customer complaints and issues.
- Collaborated as a team member, performing cashier duties and providing product assistance to enhance store operations.
- Managed cash handling and data collection using the POS system, ensuring accuracy and efficiency.
- Recommended, selected, and located merchandise based on customer needs and preferences, driving sales and customer satisfaction.
Education
Business Management Associate Degree: Highest Honor - Business Management
Northeast Wisconsin Technical College
Green Bay, WI05.2020
Computer Software Engineering, Associate Degree: Honor -
Northeast Wisconsin Technical College
Green Bay, WI05.2017
Bachelor of Science - Commerce And Business Administration
Hazara University
Pakistan07.2014
Skills
- Client Relationship Management (CRM): Expertise with Salesforce, ensuring streamlined client interactions and account management
- Network and Security Tools: Proficient in Cisco AnyConnect and Citrix Systems, enhancing secure and efficient remote work environments
- Advanced Analytics: Skilled in Power BI for in-depth data analysis and visualization, driving informed decision-making
- Competitive Analysis Tools: Experienced with BliQ (KeyPoint Intelligence) and Comparative GAP tool for evaluating and comparing competitive products
- Multilingual Communication: Fluent in English, Hindi, Urdu, Punjabi, and Hindko, facilitating effective communication with diverse client bases
- Client Services: Dedicated to delivering exceptional service standards and maintaining high levels of customer satisfaction
- Team Oversight: Proven ability to lead and collaborate with teams to achieve organizational objectives
- Financial Acumen: Deep understanding of financial products, services, and strategies to support client needs
- Strategy Development: Expertise in crafting and implementing successful sales and marketing strategies to drive business growth
Leadership Experience
Employee of the Quarter
XEROX Corp., Saint John, NB | January 2024, April 2024
Recognized as Employee of the Quarter for exceptional performance and dedication. Successfully completed multiple projects, consistently met and exceeded sales targets, and received outstanding reviews from clients. This accolade highlights my commitment to excellence and my ability to deliver results in a fast-paced environment.
Compliance Supervisor
TD Insurance Direct Agency
Served as Compliance Supervisor, overseeing adherence to compliance standards within the team. Ensured all team members strictly followed protocols, including verifying security questions and communicating disclaimers related to recording, payment security, and personal information protection. Maintained high standards of compliance and security, contributing to the integrity and trustworthiness of the organization.
Highest Sales Banker
Associated Bank, Green Bay, WI
Achieved the status of Best Banker in the branch by making the highest sales during my tenure. Demonstrated exceptional sales skills, customer service, and financial acumen, contributing significantly to the branch’s overall success.
Volunteer Experience
Prude Inc. & Romero House, Saint John, NB, Working with non-profit is something I enjoy doing, I love helping communities especially in times of need.
Trained new staff members and get them up to speed with day-to-day operations
Helped with administrative work e.g Organizing the events, helping members, making schedules, excelled in fast-paced and demanding environments.
Languages
English
Full Professional
Urdu
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Timeline
XDS Client Manager
XEROX, Corp.
07.2021 - Current
Insurance Advisor
TD Insurance Agency
10.2020 - 07.2021
Personal Banker
Associated Bank
02.2020 - 10.2020
Assistant Manager
CVS Pharmacy
01.2019 - 02.2020
Business Management Associate Degree: Highest Honor - Business Management
Northeast Wisconsin Technical College
Computer Software Engineering, Associate Degree: Honor -
Northeast Wisconsin Technical College
Bachelor of Science - Commerce And Business Administration
Hazara University
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